App contender
Proposal Tracking + Client Onboarding | OnboardHive
Proposal Tracking + Client Onboarding
The short version
What is Proposal Tracking + Client Onboarding | OnboardHive?
OnboardHive is a platform designed for agencies and consultants to manage the client journey from proposal to onboarding using a single, private 'magic link' per client. It combines proposal engagement tracking with a client portal that handles signing, payments, intake, and asset uploads without requiring client logins or passwords.
Uses a single, private 'magic link' per client that transitions from a tracked proposal to a branded onboarding portal, eliminating the need for client accounts, passwords, or software installation.
Product capabilities
Key features
- Proposal tracking (opens, active read-time, scroll depth, re-open alerts)
- Client onboarding portal (sign, pay, intake, upload)
- Stall radar for onboarding progress
- AI-assisted drafting (proposals, replies, kickoff briefs, deal analysis)
- White-labeling (branding, custom domains)
- Team collaboration tools (approvals, shared pipeline, activity logs)
- REST API
- Outbound webhooks
Ways to use it
Use cases
- Tracking proposal engagement
- Client onboarding (sign, pay, intake, asset upload)
- Managing client handoffs
- Team proposal review and approval
Who it is built for
Best for
At a glance
Strengths & considerations
Strengths
- Eliminates client login requirements
- Provides granular engagement metrics (active read-time, scroll depth)
- Consolidates proposal and onboarding into one link
- Offers white-labeling options
Things to consider
- Requires a credit card to start the 14-day trial
- No free plan available for new accounts
- Team plan requires a 3-user minimum
Plan information
Pricing
Pro plan is $19/month or $190/year. Scale plan is $49/month or $490/year. Team plan is $20/user/month (3-user minimum) or $200/user/year.
None for new accounts; 14-day trial available.
Prices and plans can change. Confirm current terms on the official pricing page before purchasing.
Compatibility & availability
Technical details
Integrations
Platforms & channels
Languages
Official destinations
Links
Quick answers
Proposal Tracking + Client Onboarding | OnboardHive FAQ
Do clients need to create an account?
No, clients access everything through a private magic link without needing to sign up, create a password, or install software.
How does the 14-day trial work?
The trial starts when you send your first proposal, or after 7 days if no proposal is sent. A credit card is required to start.
What happens to my data if I downgrade?
Data is not deleted; plan-specific features (like white-labeling or team seats) simply stop, and the account becomes read-only if cancelled.
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Research trail
Official sources
These pages were used for the factual profile above. They may change after the research date.
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